Annuities Customer Service Supervisor oversees a staff of annuities customer service representatives and ensures annuity customers are satisfied and inquiries are handled in a timely manner. Responsible for training customer service representatives, and assists with the development and implementation of customer service operations and policies. Being an Annuities Customer Service Supervisor has thorough knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Additionally, Annuities Customer Service Supervisor typically reports to a manager or head of a unit/department. The Annuities Customer Service Supervisor supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. Thorough knowledge of functional area under supervision. To be an Annuities Customer Service Supervisor typically requires 3 years experience in the related area as an individual contributor. (Copyright 2024 Salary.com)
Are you a knowledgeable financial advisor or insurance professional who has expertise in the annuities industry handling an assortment of annuity products? Are you passionate about providing mentorship and collaborating with fellow advisors, seeking an active leadership role in an organization? If so, then submit your application to join our team! You will be aiding other advisors in comprehending the vast range of annuity options through on-site training, one-on-one coaching, and joint work experiences. While supporting others in creating their own book of business, you will still be able to work with your own. Compensation is outcome-dependent and takes into account effort expended plus an additional salary depending on qualifications. Additionally, you will be eligible for a generous benefits package, consisting of health benefits, such as medical, dental, vision, life, and disability insurance, as well as retirement savings plans.
Compensation:$90,000 at plan commission DOE
Responsibilities:
Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.